THE_COMPUTE

company · Semiconductors

Samsung Electronics005930.KS

The only company playing every position — memory (DRAM/HBM/NAND), leading-edge foundry, and devices. Fighting to reclaim HBM qualification ground it lost in the HBM3E cycle while its foundry chases TSMC at 2nm.

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Claims on record

  • Samsung directly provided 11.4 million stacks of HBM to China, including 7 million stacks in the one-month gap between the controls announcement and enforcement dates.

    UNVERIFIED · SemiAnalysis

  • 75.4% of workers in Samsung LSI expressed willingness to switch jobs

    UNVERIFIED · Wccftech · Jul 18, 2026

  • 60.6% of workers in Samsung's Semiconductor R&D Center expressed willingness to switch jobs

    UNVERIFIED · Wccftech · Jul 18, 2026

  • 32.7% of workers in Samsung's memory division expressed willingness to switch jobs

    UNVERIFIED · Wccftech · Jul 18, 2026

  • Samsung's agreement with unionized workers gives memory workers a special performance bonus equal to 10.5% of annual operating profits, contingent on profits exceeding 200 trillion won from 2026-2028 and 100 trillion won from 2029-2035

    UNVERIFIED · Wccftech · Jul 18, 2026

  • 81.5% of 8,297 respondents in Samsung's Foundry division expressed an intention to leave their current job, according to a union-led survey

    UNVERIFIED · Wccftech · Jul 18, 2026

  • Samsung Mobile employees are expected to receive about 6 million won (~$4,000) in bonuses this year, roughly 100x less than semiconductor employees

    UNVERIFIED · Wccftech · Jul 18, 2026

  • Analysts expect Samsung to report an annual operating profit of around 300 trillion won (~$200 billion) for the year

    UNVERIFIED · Wccftech · Jul 18, 2026

  • Kim Yong-kwan, President and Head of Business Strategy at Samsung Electronics' Device Solutions division, stated at a July 3 town hall that the division would meet market expectations for operating profit this year

    UNVERIFIED · Wccftech · Jul 18, 2026

  • A Samsung executive stated that Samsung DS's 2026 profit would surpass the cumulative profit earned over the roughly 40 years since the company entered the semiconductor business

    UNVERIFIED · Wccftech · Jul 18, 2026

  • Each memory-focused Samsung employee is expected to receive around 600 million won (~$400,000) in bonuses this year, based on expected operating profit of around 300 trillion won

    UNVERIFIED · Wccftech · Jul 18, 2026

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